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These funds are in different SEBI categories, so they carry different risks; compare each with its own category first.
HDFC Nifty 50 Index Fund vs SBI Nifty Smallcap 250 ETF, as of 9 Nov 2026: HDFC Nifty 50 Index Fund NAV ₹245.19, 3Y CAGR 9.8%, expense ratio 0.29%; SBI Nifty Smallcap 250 ETF NAV ₹17.58, under one year old, expense ratio 0.68%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| HDFC Nifty 50 Index Fund Direct Growth | SBI Nifty Smallcap 250 ETF | |
|---|---|---|
| Category | Index fund | ETF |
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Plan | Direct Plan · Growth Option | Regular Plan · IDCW |
| NAV | ₹245.19 (9 Nov 2026) | ₹17.58 (9 Nov 2026) |
| 1Y return | −1.0% | — |
| 3Y CAGR | 9.8% | — |
| 5Y CAGR | 7.7% | — |
| Since launch (CAGR) | 11.9% | — |
| Expense ratio | 0.29% | 0.68% |
| AUM | ₹22,246 cr | ₹8.5 cr |
| Risk-o-meter | Very High | Very High |
| Exit load | — | Not Applicable |
| Minimum SIP | ₹100 | — |
| Holdings | 50 | 251 |
| Top 10 holdings weight | 52.3% | 12.6% |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are not shown for schemes under one year old.
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →HDFC Nifty 50 Index Fund costs less: HDFC Nifty 50 Index Fund charges 0.29% a year and SBI Nifty Smallcap 250 ETF 0.68% a year.
HDFC Nifty 50 Index Fund is larger: HDFC Nifty 50 Index Fund manages ₹22,246 cr and SBI Nifty Smallcap 250 ETF ₹8.5 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer